683 lines
36 KiB
HTML
683 lines
36 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>华为910C概念分析报告</title>
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.table-container {
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</style>
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</head>
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<body class="bg-gray-50">
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<!-- 背景粒子效果 -->
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<div id="particles-js" class="fixed inset-0 -z-10"></div>
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<!-- 主内容区 -->
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题区域 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold text-gray-900 mb-4">华为910C概念分析报告</h1>
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<p class="text-lg text-gray-600 max-w-3xl mx-auto">国产AI芯片从"可用"到"规模化商用"的关键突破</p>
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<div class="mt-6">
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<span class="inline-block bg-blue-100 text-blue-800 text-sm font-medium px-3 py-1 rounded-full mr-2">
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<i class="fas fa-microchip mr-1"></i> AI芯片
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</span>
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<span class="inline-block bg-purple-100 text-purple-800 text-sm font-medium px-3 py-1 rounded-full mr-2">
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<i class="fas fa-industry mr-1"></i> 国产替代
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</span>
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<span class="inline-block bg-green-100 text-green-800 text-sm font-medium px-3 py-1 rounded-full">
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<i class="fas fa-chart-line mr-1"></i> 高增长
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</span>
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</div>
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</div>
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<!-- 概念事件 -->
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<div class="card bg-white rounded-xl card-shadow mb-8 hover-lift">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-900 mb-4 flex items-center">
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<i class="fas fa-calendar-alt text-blue-500 mr-3"></i> 概念事件
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</h2>
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<div class="mb-4">
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<h3 class="text-lg font-semibold text-gray-800 mb-2">背景与催化事件</h3>
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<p class="text-gray-600">华为昇腾910C是华为在AI算力芯片领域的最新突破，旨在应对美国对华高端GPU（如英伟达H100/H200）的禁售，推动国产算力自主可控。其核心逻辑是通过<strong>7nm制程+先进封装（Chiplet）</strong>技术，将两颗910B芯片整合为910C，实现性能翻倍（对标H100），同时解决国产AI芯片"可用"到"好用"的跨越。</p>
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</div>
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<div>
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<h3 class="text-lg font-semibold text-gray-800 mb-4">时间轴梳理</h3>
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<div class="relative">
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<div class="timeline-line"></div>
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<div class="grid grid-cols-1 md:grid-cols-5 gap-4 relative z-10">
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<div class="text-center">
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<div class="timeline-dot mx-auto mb-2"></div>
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<div class="bg-blue-50 p-3 rounded-lg">
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<p class="text-sm font-medium text-blue-700">2024年3月</p>
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<p class="text-xs text-gray-600 mt-1">910C流片完成，进入芯片级测试</p>
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</div>
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</div>
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<div class="text-center">
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<div class="timeline-dot mx-auto mb-2"></div>
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<div class="bg-blue-50 p-3 rounded-lg">
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<p class="text-sm font-medium text-blue-700">2024年8月</p>
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<p class="text-xs text-gray-600 mt-1">量产推迟至2025年Q1</p>
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</div>
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</div>
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<div class="text-center">
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<div class="timeline-dot mx-auto mb-2"></div>
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<div class="bg-blue-50 p-3 rounded-lg">
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<p class="text-sm font-medium text-blue-700">2024年10月</p>
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<p class="text-xs text-gray-600 mt-1">向字节跳动、百度等发送样品</p>
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</div>
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</div>
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<div class="text-center">
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<div class="timeline-dot mx-auto mb-2"></div>
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<div class="bg-blue-50 p-3 rounded-lg">
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<p class="text-sm font-medium text-blue-700">2025年5月</p>
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<p class="text-xs text-gray-600 mt-1">正式大规模出货，首批7万颗交付</p>
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</div>
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</div>
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<div class="text-center">
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<div class="timeline-dot mx-auto mb-2"></div>
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<div class="bg-blue-50 p-3 rounded-lg">
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<p class="text-sm font-medium text-blue-700">2025年6月</p>
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<p class="text-xs text-gray-600 mt-1">CloudMatrix 384超节点发布</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card bg-gradient-to-r from-blue-600 to-indigo-700 text-white rounded-xl card-shadow mb-8 hover-lift">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold mb-4 flex items-center">
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<i class="fas fa-lightbulb mr-3"></i> 核心观点摘要
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</h2>
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<blockquote class="text-lg mb-0">
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<p>华为910C标志着国产AI芯片从"可用"进入"规模化商用"阶段，<strong>2025年出货量或达40万颗</strong>（国君电子预测），核心驱动力是<strong>政策强制替代（H20禁售）+下游大厂刚需（字节/阿里/腾讯）</strong>。当前处于<strong>订单验证→产能爬坡→生态闭环</strong>的关键节点，产业链（铜连接/液冷/ABF载板）将迎来<strong>3年维度的高景气</strong>。</p>
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</blockquote>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-8 mb-8">
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<div class="card bg-white rounded-xl card-shadow hover-lift">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-900 mb-4 flex items-center">
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<i class="fas fa-cogs text-purple-500 mr-3"></i> 核心驱动力
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</h2>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="flex-shrink-0 mt-1">
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<div class="w-8 h-8 rounded-full bg-purple-100 flex items-center justify-center">
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<span class="text-purple-600 font-bold">1</span>
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</div>
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</div>
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<div class="ml-4">
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<h3 class="font-semibold text-gray-800">政策强制替代</h3>
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<p class="text-sm text-gray-600 mt-1">美国限制H20对华销售（2025年Q1禁售），倒逼国产替代，华为是唯一具备7nm量产能力+自主生态的厂商。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 mt-1">
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<div class="w-8 h-8 rounded-full bg-purple-100 flex items-center justify-center">
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<span class="text-purple-600 font-bold">2</span>
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</div>
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</div>
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<div class="ml-4">
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<h3 class="font-semibold text-gray-800">下游需求爆发</h3>
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<p class="text-sm text-gray-600 mt-1">字节跳动2025年订单20万颗，阿里/腾讯资本开支合计2600亿元（2025年），70%用于算力卡。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 mt-1">
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<div class="w-8 h-8 rounded-full bg-purple-100 flex items-center justify-center">
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<span class="text-purple-600 font-bold">3</span>
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</div>
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</div>
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<div class="ml-4">
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<h3 class="font-semibold text-gray-800">技术突破</h3>
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<p class="text-sm text-gray-600 mt-1">910C FP16算力752TFLOPS（接近H100的60%），通过3D Fabric封装实现500GB/s片间互联，良率从20%提升至40%。</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<div class="card bg-white rounded-xl card-shadow hover-lift">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-900 mb-4 flex items-center">
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<i class="fas fa-chart-pie text-green-500 mr-3"></i> 市场热度与预期差
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</h2>
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<div class="mb-4">
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<h3 class="font-semibold text-gray-800 mb-2">市场热度</h3>
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<p class="text-sm text-gray-600">2024年8月-2025年6月，15篇以上深度报告聚焦910C，主题从"技术验证"转向"订单落地"。</p>
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</div>
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<div class="mb-4">
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<h3 class="font-semibold text-gray-800 mb-2">情绪分化</h3>
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<div class="flex space-x-4">
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<div class="flex-1 bg-green-50 p-3 rounded-lg">
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<p class="text-sm font-medium text-green-700">乐观派</p>
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<p class="text-xs text-gray-600 mt-1">认为910C将复制英伟达H100的"量价齐升"（2025年市场空间1000亿元）</p>
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</div>
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<div class="flex-1 bg-yellow-50 p-3 rounded-lg">
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<p class="text-sm font-medium text-yellow-700">谨慎派</p>
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<p class="text-xs text-gray-600 mt-1">担忧良率不足（当前40% vs 台积电50%）和生态适配（CUDA迁移成本）</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="font-semibold text-gray-800 mb-2">预期差分析</h3>
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<ul class="text-sm text-gray-600 space-y-1">
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<li>• <strong>封装产能</strong>：中芯国际7nm N+2工艺月产能仅3万片，实际可支撑45万颗910C，供需缺口或超预期</li>
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<li>• <strong>成本曲线</strong>：910C当前单价20万元/颗，若良率提升至50%，成本或降至12万元，性价比拐点临近</li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-8 mb-8">
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<div class="card bg-white rounded-xl card-shadow hover-lift">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-900 mb-4 flex items-center">
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<i class="fas fa-rocket text-red-500 mr-3"></i> 近期催化剂（3-6个月）
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</h2>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="flex-shrink-0 mt-1">
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<i class="fas fa-check-circle text-green-500"></i>
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</div>
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<div class="ml-3">
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<h3 class="font-medium text-gray-800">字节跳动订单落地</h3>
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<p class="text-sm text-gray-600">2025年Q2交付10万颗910C，验证商业化能力</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 mt-1">
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<i class="fas fa-check-circle text-green-500"></i>
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</div>
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<div class="ml-3">
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<h3 class="font-medium text-gray-800">运营商招标</h3>
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<p class="text-sm text-gray-600">中国移动2025年AI服务器招标（预计6000台）</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 mt-1">
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<i class="fas fa-check-circle text-green-500"></i>
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</div>
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<div class="ml-3">
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<h3 class="font-medium text-gray-800">CloudMatrix 384部署</h3>
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<p class="text-sm text-gray-600">华为云贵安/安徽节点Q3上线，384卡集群性能实测数据发布</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<div class="card bg-white rounded-xl card-shadow hover-lift">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-900 mb-4 flex items-center">
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<i class="fas fa-road text-blue-500 mr-3"></i> 长期路径（2025-2027）
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</h2>
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<div class="space-y-4">
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<div class="flex items-center">
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<div class="flex-shrink-0 w-12 h-12 rounded-full bg-blue-100 flex items-center justify-center">
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<span class="text-blue-600 font-bold">2025</span>
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</div>
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<div class="ml-4">
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<h3 class="font-medium text-gray-800">910C放量</h3>
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<p class="text-sm text-gray-600">40万颗，产业链（铜连接/液冷）进入业绩兑现期</p>
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</div>
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</div>
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<div class="flex items-center">
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<div class="flex-shrink-0 w-12 h-12 rounded-full bg-blue-100 flex items-center justify-center">
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<span class="text-blue-600 font-bold">2026</span>
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</div>
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<div class="ml-4">
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<h3 class="font-medium text-gray-800">910D推出</h3>
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<p class="text-sm text-gray-600">性能对标H200，单卡功耗降至250W（液冷渗透率100%）</p>
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</div>
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</div>
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<div class="flex items-center">
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<div class="flex-shrink-0 w-12 h-12 rounded-full bg-blue-100 flex items-center justify-center">
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<span class="text-blue-600 font-bold">2027</span>
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</div>
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<div class="ml-4">
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<h3 class="font-medium text-gray-800">市占率超50%</h3>
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<p class="text-sm text-gray-600">华为生态闭环成型（MindSpore+CANN替代CUDA）</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 产业链与核心公司深度剖析 -->
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<div class="card bg-white rounded-xl card-shadow mb-8 hover-lift">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-900 mb-4 flex items-center">
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<i class="fas fa-sitemap text-indigo-500 mr-3"></i> 产业链与核心公司深度剖析
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</h2>
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<div class="mb-6">
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<h3 class="text-lg font-semibold text-gray-800 mb-3">产业链图谱</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-indigo-50 p-4 rounded-lg">
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<h4 class="font-medium text-indigo-700 mb-2">上游</h4>
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<p class="text-sm text-gray-600">中芯国际（7nm代工）、兴森科技（ABF载板）、有研粉材（散热材料）</p>
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</div>
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<div class="bg-indigo-50 p-4 rounded-lg">
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<h4 class="font-medium text-indigo-700 mb-2">中游</h4>
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<p class="text-sm text-gray-600">华为海思（设计）、长川科技（测试机）、华丰科技（铜连接）、泰嘉股份（电源）、英维克（液冷）</p>
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</div>
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<div class="bg-indigo-50 p-4 rounded-lg">
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<h4 class="font-medium text-indigo-700 mb-2">下游</h4>
|
||
<p class="text-sm text-gray-600">华鲲振宇（服务器）、神州数码（渠道）、字节跳动（应用）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-gray-800 mb-3">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">角色</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">竞争优势</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">华丰科技</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">铜连接龙头</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">华为份额55%-60%（2025年），技术壁垒高（112G量产）</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">扩产不及预期（月产能2万套→12亿产值）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">泰嘉股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">电源代工</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">华为服务器电源核心供应商，2025年扩产2kW+模块</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">毛利率受原材料（铜）价格波动影响</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">兴森科技</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">ABF载板</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国内唯一24层ABF量产，910C载板单价150美元（vs 910B的100美元）</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">良率低于日本味之素（50% vs 80%）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中芯国际</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">代工</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">7nm N+2工艺独家供应，产能弹性大（SN3工厂扩产）</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">美国制裁升级风险</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card bg-white rounded-xl card-shadow mb-8 hover-lift">
|
||
<div class="card-body p-6">
|
||
<h2 class="text-2xl font-bold text-gray-900 mb-4 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-yellow-500 mr-3"></i> 潜在风险与挑战
|
||
</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险类型</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">具体表现</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">技术风险</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">910C良率40%→50%需突破封装工艺瓶颈（双芯片拼接良率损失10%）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">商业化风险</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">下游客户压价（字节要求单价<15万元），压缩产业链利润</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">政策风险</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">美国或扩大7nm设备禁令，中芯国际产能受限</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">信息矛盾</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">路演称910C功耗800W（东北通信），但实测CloudMatrix 384单卡310W（2025-04-30），差异源于测试场景不同（单机vs集群）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card bg-gradient-to-r from-green-600 to-teal-700 text-white rounded-xl card-shadow mb-8 hover-lift">
|
||
<div class="card-body p-6">
|
||
<h2 class="text-2xl font-bold mb-4 flex items-center">
|
||
<i class="fas fa-trophy mr-3"></i> 综合结论与投资启示
|
||
</h2>
|
||
<div class="mb-4">
|
||
<h3 class="text-xl font-semibold mb-2">阶段判断</h3>
|
||
<p class="text-lg">910C已从<strong>主题炒作</strong>（2024年Q3）进入<strong>订单驱动</strong>阶段（2025年Q2），<strong>2025年Q3-Q4</strong>将是业绩兑现关键期。</p>
|
||
</div>
|
||
|
||
<div class="mb-4">
|
||
<h3 class="text-xl font-semibold mb-3">投资方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-white bg-opacity-20 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-2">最纯赛道</h4>
|
||
<p class="text-sm"><strong>铜连接</strong>（华丰科技）- 技术壁垒最高，单机价值量28万元（32卡机柜）</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-2">弹性最大</h4>
|
||
<p class="text-sm"><strong>ABF载板</strong>（兴森科技）- 910C载板层数24-26层（vs 910B的18层），单价提升50%</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-2">预期差</h4>
|
||
<p class="text-sm"><strong>液冷</strong>（英维克）- 渗透率从70%→100%（910C强制液冷），单集群液冷价值27万元</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">跟踪指标</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle mt-1 mr-2"></i>
|
||
<span><strong>字节跳动验收数据</strong>：2025年Q2的千卡集群训练效率（对标H100的60%？）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle mt-1 mr-2"></i>
|
||
<span><strong>中芯国际产能</strong>：7nm N+2工艺月产能能否突破4万片（支撑60万颗910C）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle mt-1 mr-2"></i>
|
||
<span><strong>华为云订单</strong>：CloudMatrix 384的复购率（验证生态粘性）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card bg-white rounded-xl card-shadow mb-8 hover-lift">
|
||
<div class="card-body p-6">
|
||
<h2 class="text-2xl font-bold text-gray-900 mb-4 flex items-center">
|
||
<i class="fas fa-chart-line text-blue-500 mr-3"></i> 关联股票数据
|
||
</h2>
|
||
<div class="table-container">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">客户/项目/技术</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">投资理由</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">意华股份(SZ002897)</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">二板龙</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">连接器业务</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">华为、中兴</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">连接器业务主要客户包括华为、中兴等，直接参与华为供应链</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">得润电子(SZ002055)</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">华为概念</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">电子连接器及精密组件</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">研发制造及销售</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">主营电子连接器和精密组件的研发、制造和销售，与华为存在业务合作</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">华丰科技(SH688629)</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">华为概念</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">连接器制造</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">先进连接器制造核心技术</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">掌握先进的连接器制造核心技术，可能为华为提供高端连接器产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">凯旺科技(SZ301182)</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">华为概念</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">连接器及线缆</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">纵向和横向延链展链</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">在连接器、电线电缆领域实现产业链延伸，符合华为高速连接器需求</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">创益通(SZ300991)</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">华为概念</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">数据存储/消费电子/通讯连接器</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">深耕市场</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">深耕数据存储、消费电子及通讯连接器市场，可能为华为提供相关产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">信音电子(SZ301329)</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">华为概念</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">笔记本电脑/消费电子/汽车连接器</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">主要生产商</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">主要生产笔记本电脑、消费电子及汽车连接器，华为为其潜在客户</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">富士达(835640)</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">华为概念</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">宇航用射频连接器</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">提升生产能力</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">提升宇航用射频连接器生产能力，符合华为高端连接器技术需求</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">陕西华达(SZ301517)</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">华为概念</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">高可靠电连接器</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">航天器用高可靠电连接器优选供应商</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国家高可靠电连接器主要生产单位，为航天器提供产品，技术可延展至华为需求</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">维峰电子(SZ301328)</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">华为概念</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">精密连接器</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">行业经营二十余年</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">在连接器行业经营二十余年，具备精密连接器技术积累，适配华为需求</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">汇创达(SZ300909)</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">华为概念</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">精密连接器</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">深厚技术积累，华为</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">凭借精密连接器领域的深厚技术，直接服务于华为供应链</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">鸿日达(SZ301285)</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">华为概念</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">精密连接器及机械件</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">研发/生产/销售</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">专业研发精密连接器及机械件，产品可能应用于华为终端设备</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">华正新材(SH603186)</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">华为概念</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">光电连接器</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">高端提升行动</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">重点发展高频高速、低损耗光电连接器，符合华为高速连接器需求</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">徕木股份(SH603633)</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">华为概念</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">新能源汽车连接器</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">研发中心建设</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">建设新能源汽车连接器研发中心，技术可延伸至华为汽车业务领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">永贵电器(SZ300351)</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">华为概念</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">车载/高速高频/特种装备连接器</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">多类型连接器</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">产品覆盖车载、高速高频等连接器，适配华为智能汽车及通信设备需求</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">金信诺(SZ300252)</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">华为概念</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">电缆/连接器/组件及PCB</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">多品类供应</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">提供电缆、连接器及PCB产品，全面覆盖华为通信设备制造需求</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 页脚 -->
|
||
<footer class="bg-gray-800 text-white py-6">
|
||
<div class="container mx-auto px-4 text-center">
|
||
<p class="text-sm">© 2025 华为910C概念分析报告 | 数据来源：公开资料整理</p>
|
||
</div>
|
||
</footer>
|
||
|
||
<!-- 粒子效果脚本 -->
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<script>
|
||
tsParticles.load("particles-js", {
|
||
particles: {
|
||
number: {
|
||
value: 30,
|
||
density: {
|
||
enable: true,
|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#3b82f6"
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
opacity: {
|
||
value: 0.5,
|
||
random: true
|
||
},
|
||
size: {
|
||
value: 3,
|
||
random: true
|
||
},
|
||
move: {
|
||
enable: true,
|
||
speed: 2,
|
||
direction: "none",
|
||
random: true,
|
||
straight: false,
|
||
out_mode: "out",
|
||
bounce: false
|
||
},
|
||
line_linked: {
|
||
enable: true,
|
||
distance: 150,
|
||
color: "#3b82f6",
|
||
opacity: 0.2,
|
||
width: 1
|
||
}
|
||
},
|
||
interactivity: {
|
||
detect_on: "canvas",
|
||
events: {
|
||
onhover: {
|
||
enable: true,
|
||
mode: "grab"
|
||
},
|
||
onclick: {
|
||
enable: true,
|
||
mode: "push"
|
||
},
|
||
resize: true
|
||
},
|
||
modes: {
|
||
grab: {
|
||
distance: 140,
|
||
line_linked: {
|
||
opacity: 0.5
|
||
}
|
||
},
|
||
push: {
|
||
particles_nb: 4
|
||
}
|
||
}
|
||
},
|
||
retina_detect: true
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |